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The Piedmont Group · 3 hours ago

Experienced Financial Advisor

Birmingham, AL

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $150K/yr

The Piedmont Group is seeking experienced Financial Advisors who value the credibility of a respected brand and embrace a flexible operating model. The role focuses on delivering integrated protection, wealth management, and planning solutions tailored to clients’ needs while providing support through coaching, marketing strategies, and advanced technology.

Financial Services

Growth Opportunities

Responsibilities

Build a firm within a firm—delivering integrated protection, wealth management, and planning solutions tailored to your clients’ needs

Choose from flexible contract options that align with how you run your practice, while elevating the client experience at every touchpoint

We provide the structure, guidance, and resources you need to grow with confidence

We’re seeking experienced Financial Advisors who value the credibility of a respected brand, embrace a flexible operating model, leverage innovative tools, and understand how strategic teaming accelerates growth and enhances client outcomes

If you’re a forward-thinking, growth-oriented advisor ready to take your practice further, we support you with:

A comprehensive teaming platform with coaching, proven systems, scalable processes, and localized support—built to sustain high-performance teams

A differentiated business marketing strategy designed to help you stand out and deliver deeper value to business-owner clients

Concierge-level local support, including priority in-force service, new business and underwriting assistance, advanced sales support, and dedicated compliance professionals

Access to seasoned investment and trust specialists to support sophisticated estate planning and wealth management strategies

Strategic alliance programs that fuel growth through partnerships with financial institutions and professional firms

Advanced technology and practice management tools, including integrated lead-generation capabilities

A diversified suite of in-house investment, insurance, and retirement solutions—shaped directly by advisor feedback

Access to more than 50 carriers to meet a wide range of client needs

Let’s start a conversation about how a platform built for established advisors can help take your practice to the next level

Qualification

Wealth managementEstate planningFinancial advisingClient relationship managementInvestment strategiesBusiness marketing strategyPractice management toolsCoachingCompliance knowledgeTeam collaboration